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HBLRX vs RTRPX
HBLRX vs RTRPX Comparison
Open Charts HBLRX vs RTRPX
Hartford Balanced Income R3
Price$15.16
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.68B
American Funds Retire Inc Port-Cnsrv R6
Price$12.80
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets1.36B
HBLRX vs RTRPX Comparison Chart in %
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HBLRX vs. RTRPX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HBLRX is a Buy and RTRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. RTRPX (1.36B). RTRPX pays higher dividends than HBLRX: RTRPX (3.37) vs HBLRX (2.90). HBLRX was incepted earlier than RTRPX: HBLRX (15 years) vs RTRPX (10 years). HBLRX (1.28) is less costly to investors than RTRPX (0.30). HBLRX is a more actively managed with annual turnover of: 61.00 vs. RTRPX (12.00). HBLRX has a lower initial minimum investment than RTRPX: HBLRX (0) vs RTRPX (250). RTRPX annual gain was more profitable for investors over the last year : 11.78 vs. HBLRX (2.92). RTRPX return over 5 years is better than : 25.51 vs. HBLRX (11.67).
| HBLRX | RTRPX | HBLRX / RTRPX | |
| Total Expense Ratio | 1.28 | 0.30 | 427% |
| Annual Report Gross Expense Ratio | 1.28 | 0.30 | 427% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 8.712 | 12.716 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.36B | 862% |
| Annual Yield % from dividends | 2.90 | 3.37 | 86% |
| Returns for 1 year | 2.92 | 11.78 | 25% |
| Returns for 3 years | 16.97 | 29.68 | 57% |
| Returns for 5 years | 11.67 | 25.51 | 46% |
| Returns for 10 years | 40.78 | 56.42 | 72% |
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